Invoice
GST-ready invoices · Auto payment tracking · WA send
📖
Invoice — SOP
How this module works
⚠️ SOP outdated — module code changed since this was written
+ New:
edit added+ New:
update addedCreate GST-ready invoices, track payments automatically, and send them straight to clients on WhatsApp — from quote to cash collected, all in one place.
Sections
➕
Create
Build an invoice with line items, GST auto-split (CGST+SGST or IGST) and rounding.
📋
List
See every invoice, its status, aging and payment tracker in one table.
💳
Payment
Record a payment (full or partial) — status and balance update instantly.
📊
GST Report
Month-wise CGST/SGST/IGST breakup, ready for filing.
📄
Statement
A client's full invoice + payment history on one page.
🔁
Recurring
Auto-generate the same invoice every week/month/quarter/year.
Total Invoices
2
All time
Total Value
₹14.4k
↑ Pipeline value
Paid
₹14.4k
↑ 2 invoices
Pending
₹0.0k
All on track
TDS Credits (This Year)
₹0.0k
Claimable in ITR
Payment Tracker
0 unpaid
>15 days critical
>7 days warning
Payment Tracker
0 unpaidAll invoices are paid or in draft
Aging Report
Recurring Billing
No recurring invoices set up yet.
Money Dashboard
September 2026
Money Dashboard
September 2026Revenue (MTD)
₹14,359.00
↑ 100% vs last month
Outstanding
₹0.00
Sent, awaiting payment
Expenses (MTD)
₹0.00
→ 0% vs last month
Gross Profit
₹14,359.00
↑ 100% vs last month
GST Collected
₹1,809.00
From paid invoices MTD
Overdue
₹0.00
Past due date
💳 Record Payment
Outstanding: ₹
📊 Client Statement
📋 GST Report
Invoice Settings
"Legacy fallback" fields only apply to invoices with no company selected. Once you add a company under the other tab, its own name/GST/address/bank details are used instead.